NORTHSTAR FINANCIAL PLANNERS, INC. of PLANTATION, FL is an SEC-registered investment adviser (CRD 131507). Regulatory assets under management: $311.6M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions.
| Name | Role | Location |
|---|---|---|
| Joel Daniel Hergenreter | CCO; CHIEF COMPLIANCE OFFICER | — |
| Allen Page Giese | PRESIDENT/CEO | — |
| Steve Lee Tepper | CHIEF OPERATIONS OFFICER | — |
| GIESE ALLEN PAGE | PRESIDENT/CEO; PRESIDENT/CEO/CCO; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| GLANZ GARY STEVEN | VICE PRESIDENT | — |
| TEPPER STEVE LEE | CHIEF COMPLIANCE OFFICER/CHIEF OPERATIONS OFFICER; CHIEF OPERATING OFFICER; CHIEF OPERATIONS OFFICER | — |